Go2Net Long List of Go2Netrillionaires (GNET) Message Board

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Technology Stocks : Go2Net Long List of Go2Netrillionaires (GNET)

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To: Sarkie who wrote (1647)	12/8/1999 2:14:00 AM
From: SteveG	Read Replies (1) of 4201

fwiw, Salomon Smith Barney's Lanny Baker (who was early pounding the table on DCLK over a year ago) was this evening pounding the table on GNET - highlighting Mindspring relationship to be announced in AM and 20-25% street under-estimation of quarterly revenue (which should come in near $11MM). also highlighted un-modeled continuing traffic from MSFT website and the leadership position that GNET has. feels that GNET (~$2B market cap) is a stronger grower than LCOS (~6$B market cap) and has more diverse revenue drivers. no target given, but safe to say on a comp basis, Lanny feels a market cap equal to LCOS is entirely reasonable. imo, look for a good opening pop - and if not, seriously consider adding

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